introduction

A clear and straightforward approach

We pride ourselves on being friendly and approachable, working to your preferences and needs. We will provide you with clear, easy to understand advice in a manner to suit you. We put you at the heart of all we do and ensure you are in the position to make informed decisions.

Setting our own standards

We are committed to providing our clients with the highest possible standards of service and believe reputation and client satisfaction is key to our business strategy and we believe in doing what’s right for you, in a fair and honest manner. We believe this will deliver the most beneficial outcomes for you and your family.

Long-term relationships

We understand that making initial recommendations is only the start of your journey and believe it is vital that regular ongoing contact and support is provided to you. This ensures your arrangements continue to be appropriate and right for you and provides peace of mind. We believe that continuity of adviser is vital and important and is something we pride ourselves on being able to provide to you and your families.

Tailored to you

We are all different and when it comes to financial planning we have different needs and requirements.

We understand that everyone has different situations and are at differing stages of life, with unique circumstances and family arrangements. We will take the time to understand where you are now, where you want to be in the future and the things you need and can do to help you achieve your financial goals. Then you can start to prioritise and make informed plans. We can talk you through the many options available to help you achieve your goals.

Our preferences

Understanding what is important to you is fundamental to providing you with the best financial advice. We can help you prioritise the things that matter, whether that is to ensure the lifestyle you want in retirement, planning ahead for long-term care, being able to draw an income from your investments, or protecting your wealth for loved ones through careful inheritance tax planning.

We will work with you to build a tailored financial plan for you and your family, one that works for you as priorities change over the years and one which will help you to achieve the lifestyle you desire.

Our Pledge

Our Promise

We ensure that our clients are at the centre of everything we do. Whatever your needs as soon as you contact us we will aim to do the best for your situation and we will work closely with you.

We will always strive to safeguard your money and to achieve your financial objectives. We will listen to you and work with you on an ongoing basis to ensure that if your needs change we react accordingly.
We will endeavour to speak to you clearly and to fully explain the information given to you regarding the services and products we offer.

We will be open and transparent regarding our fees and charges and will always explain these to you. There will be no hidden charges.

What We Stand For

At Northseam Limited we specialise in providing a personalised financial planning and wealth management service.
We are strongly committed to being independent and offer a whole range of market choice, we can provide our clients with the very best financial advice, products and services with an unbiased approach.

We think the key is taking the time to get to know you, your objectives, preferences and restrictions in order to custom build a service that’s right for you and remains right for you over time by providing continuity over the long term to you and your families.
We feel it is important clients have access to a local Independent Financial Adviser who can work with them in their own home or place of work.